The Phase/Gate View Customization allows administrators to select which Phases or Gates are visible in the Insights Dashboard. For example, as Harvey Balls in the Activities Summary & Progress column.
Location of Phase/Gate View
To locate Phase/Gate View:
- Go to Dashboard > Insights.
- Each selected Phase or Gate is a Harvey Ball in the Activities Summary & Progress column.
Include or Exclude a Phase or Gate on Insights Dashboard
To include or exclude a Phase or Gate on Insights Dashboard:
- Go to Settings > Customization > Insights.
- Click Phases/Gates.
- Click to select or deselect the Include on Insights checkboxes.
- Click Submit.
The yellow Your changes have been saved pop up opens and closes.
If you click away from the Customization page without clicking Submit, your changes will not save.